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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,854 | $155,555-69.2% | $146,866-67.4% | $155,188-69.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 21.33% | 115.41%-94.1pp | 102.85%-81.5pp | 148.84%-127.5pp |
| Employer contribution / active EE | $5,175 | $4,647+11.4% | $4,425+17.0% | $4,248+21.8% |
| Participant deferral / active EE | $7,609 | $8,044-5.4% | $7,759-1.9% | $6,531+16.5% |
| Admin fee / account holder | $98 | $14,755-99.3% | $13,620-99.3% | $14,480-99.3% |